VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,129 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,610 | -14.7% | 2,098 | -11.6% | 0.04% | -9.5% |
| Q2 2023 | $392,494 | +31.5% | 2,373 | +26.2% | 0.04% | +23.5% |
| Q1 2023 | $298,469 | -0.0% | 1,880 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $298,544 | +10.6% | 1,880 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $270,000 | -43.8% | 1,880 | -41.3% | 0.03% | -39.3% |
| Q2 2022 | $480,000 | -67.8% | 3,205 | -62.2% | 0.06% | -62.9% |
| Q1 2022 | $1,492,000 | -3.9% | 8,480 | -2.3% | 0.15% | -1.3% |
| Q4 2021 | $1,552,000 | +5.7% | 8,680 | 0.0% | 0.15% | -5.6% |
| Q3 2021 | $1,469,000 | -2.5% | 8,680 | 0.0% | 0.16% | -7.4% |
| Q2 2021 | $1,507,000 | +6.1% | 8,680 | +1.2% | 0.18% | -5.4% |
| Q1 2021 | $1,421,000 | +16.5% | 8,580 | 0.0% | 0.18% | +5.7% |
| Q4 2020 | $1,220,000 | +30.1% | 8,580 | +1.2% | 0.18% | +13.6% |
| Q3 2020 | $938,000 | +11.4% | 8,480 | +7.7% | 0.15% | 0.0% |
| Q2 2020 | $842,000 | – | 7,874 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hackensack Meridian Health, Inc. | 1,428,976 | $255,570,000 | 24.79% |
| Mokosak Advisory Group, LLC | 248,745 | $44,482,000 | 17.06% |
| TrueWealth Financial Partners | 63,776 | $11,406,000 | 11.15% |
| Titan Capital Management, LLC /TX | 59,009 | $10,554,000 | 9.44% |
| Bishop & Co Investment Management, LLC | 125,118 | $22,377,000 | 9.25% |
| BHK Investment Advisors, LLC | 128,961 | $23,065,000 | 9.10% |
| Family CFO Inc | 51,187 | $9,155,000 | 8.84% |
| Center for Financial Planning, Inc. | 230,096 | $41,153,000 | 8.43% |
| ASPIRIANT, LLC | 856,412 | $153,157,000 | 8.19% |
| Merriman Wealth Management, LLC | 1,150,291 | $202,529,000 | 7.99% |